← Back to searchVisit website
CHECK CAPITAL MANAGEMENT INC
CRD 107058 · SEC 801-29001
575 ANTON BLVD, STE 500, COSTA MESA, CA, 92626-7685, United States
Phone
714-641-3579
Fax
714-641-8128
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.37B
Discretionary AUM
$2.15B
Team
12 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1192 | $2.23B |
| Investment companies | 1 | $45.8M |
| Corporations/business entities | 30 | $98.2M |
States served
AZ, CA, GA, ID, IL, LA, MD, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, TN, UT, VA, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD